Big money is not in the buying or selling, but in the waiting.
For my own portfolio, I like to find ASX shares that are growing their dividends. Growth is an essential part of the dividend equation for me. I want to see that the dividend increases are funded by growing earnings and/or growing underlying asset values. I also have a portion of my portfolio invested in an ETF that picks undervalued global businesses with strong competitive advantages.
For Rask Media, I have an interest in covering technology (and tech-related) businesses with a global growth story, as well as cyclical companies that are cheaply priced because they’re at a low point in the cycle, such as retailers and resource businesses which could benefit strongly in the medium-term.
The Myer Holdings Ltd (ASX:MYR) share price is up 17% in response to a plan to buy the apparel brands of Premier Investments Limited (ASX:PMV).
The Cettire Ltd (ASX:CTT) share price has sunk almost 40% after giving the market a troubling update for FY24.
The Pilbara Minerals Ltd (ASX:PLS) share price is down more than 3% after revealing it’s possible its production could rise to 2mt per annum.
The Guzman y Gomez Limited (ASX:GYG) share price has jumped 36% to $30 on opening after its initial public offering (IPO).
The Rural Funds Group (ASX:RFF) share price is in focus as the farm owner announced a lease and partial sale.
The Commonwealth Bank of Australia (ASX: CBA) share price has risen an extraordinary 27% in a year. Could it be a buy?
The QBE Insurance Group Ltd (ASX:QBE) share price is falling after revealing its HY24 performance and a review of the North American market.
ASX 200 (ASX: XJO) shares can be a really good source of dividends because of their valuations and commitment to rewarding shareholders.
The Bapcor Ltd (ASX:BAP) share price is down 2.6% after the business made a move to strengthen its financial position.
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